John G. Vanneman
HUB INVESTMENT PARTNERS
Roseville, CA 95678
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CRD#: 5615313
Professional summary
John Garrett Vanneman, CFP®, who also goes by Garrett Vanneman, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Roseville, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garrett Vanneman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) VANNEMAN FINANCIAL GROUP POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2008 ADDRESS: 919 Reserve Dr., Ste. 116, Roseville CA 95678, United States DESCRIPTION: John Garrett Vanneman conducts investment related and non-investment related activities under the trade name Vanneman Financial Group. Vanneman Financial Group is a separate entity from Royal Alliance Associates, Inc. 2) PACIFIC FINANCIAL PARTNERS POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2008 ADDRESS: 140 Diamond Creek Pl, STE 175, Roseville CA 95747, United States DESCRIPTION: John Garrett Vanneman conducts investment related and non-investment related activities under the trade name Pacific Financial Partners. Pacific Financial Partners is a separate entity from Royal Alliance Associates, Inc.
CRS (Client Relationship Summary) - RIA
Click below to view John Garrett Vanneman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
January 20, 2025 - Present
HUB INVESTMENT PARTNERS, LLC
Office #1: 970 Reserve Dr., Suite 200, Roseville, CA 95678RIA
CRD#: 307956
Roseville, CA
Past
November 2, 2018 - November 19, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ROSEVILLE, CA
Past
November 2, 2018 - November 19, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
ROSEVILLE, CA
Past
April 5, 2011 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
ROSEVILLE, CA
Past
December 9, 2008 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
ROSEVILLE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - (4/1/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/20/2025)
IAR
Texas(1/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
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Contact information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Mailing Address
Phone number
(512) 600-5390
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,633 |
| AUM (Assets Under Management) | $ 8,979,977,344 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 01/29/2024 |
Red Flags
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Company Information
HUB INVESTMENT PARTNERS, LLC
CRD#: 307956Roseville, CA 95678TRUST BUT VERIFY
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